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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,627 | $29,319+424.0% | $52,425+193.0% | $82,448+86.3% |
| Participation rate | 51.1% | 46.9%+4.3pp | 55.6%-4.5pp | 68.1%-17.0pp |
| Annual return | 13.92% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $910 | $586+55.2% | $914-0.4% | $2,551-64.3% |
| Participant deferral / active EE | $5,906 | $1,171+404.3% | $1,790+229.9% | $4,139+42.7% |
| Admin fee / account holder | $18,446 | $1,962+840.1% | $2,495+639.3% | $7,234+155.0% |